1IA
1834 Investment Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-495
| Closed | -$235K | – | 217 |
|
|
2024
Q4 | $235K | Hold |
495
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $243K | Sell |
495
-116
| -19% | -$57.1K | 0.03% | 208 |
|
|
2024
Q2 | $283K | Buy |
611
+101
| +20% | +$46.8K | 0.03% | 195 |
|
|
2024
Q1 | $220K | Sell |
510
-9,254
| -95% | -$4M | 0.03% | 207 |
|
|
2023
Q4 | $4.18M | Sell |
9,764
-473
| -5% | -$203K | 0.5% | 59 |
|
|
2023
Q3 | $3.87M | Sell |
10,237
-2,808
| -22% | -$1.06M | 0.48% | 58 |
|
|
2023
Q2 | $4.98M | Buy |
13,045
+1,992
| +18% | +$760K | 0.59% | 48 |
|
|
2023
Q1 | $3.52M | Buy |
+11,053
| New | +$3.52M | 0.42% | 61 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | -$2K | – | 454 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 447 |
|